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Step 3: Add the Salesforce Integration in Demandbase One

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Context

With this step, you are connecting Salesforce and Demandbase. You also have an optional step to include Pardot.

We support two ways to connect:

Prerequisites

Connecting Salesforce via OAuth

OAuth means logging in through the Salesforce login screen. This is the preferred method when you are adding Salesforce as an integration. 

Prerequisites

Ability to login to Salesforce via the SFDC Login screen as the desired integration user (ensure you have the password, etc).

Steps

1. Completely log out of Salesforce, ensuring every window/tab is fully logged out. This is important.

2. Demandbase Admins click this link to open the Integrations page.

3. Click Create Data Source.

4. Select Salesforce from the drop-down list. 

CreateDataSourceforSFStep3.png

5. Change OAuth Type to be Access Token. Enter the Consumer Key and Secret you obtained from following Step 2: Obtain Your Salesforce Credentials article.

CreateDataSource.png

6. (Optional) To add a Salesforce Pardot integration along with Salesforce setup, include the Pardot Business Unit ID.

Note: Demandbase supports the new Salesforce SSO for Pardot User authentication described in this Salesforce article: Pardot User Migration FAQ. Salesforce will end support for standalone Pardot authentication on July 15, 2021. Demandbase customers using the standalone Pardot authentication are encouraged to contact their Customer Service Representative when they are ready to move to Salesforce SSO Pardot authentication. For more details on Pardot Integration, see Integrating Pardot and Demandbase.

7. If applicable, enter your Salesforce Custom Domain. Enter demandbase if your Salesforce URL is demandbase.my.salesforce.com

8. Click Create. The Salesforce login screen opens. Log in and authenticate the Demandbase application.

Connecting Salesforce with an Email, Password, and Security Token

If you are unable to complete the integration using the OAuth Access Token method described above, follow the steps in this section. 

Prerequisites

You have completed Obtain Your Salesforce Credentials to gather the Consumer Id and Secret.

Steps

1. Retrieve Username and Password of Salesforce Integration User
2. Retrieve Security Token for the Integration User:

  • Log in to Salesforce as the user you want Demandbase to connect to Salesforce with, your Sync User.
  • Click the drop-down button in the upper right corner next to the user's name.
  • Click My Settings.
  • From Personal, click Reset My Security Token.
  • Click the Reset Security Token button.
  • Check your email to retrieve the security token

3. Demandbase Admins click this link to open the Integrations page.

4. Click Create Data Source.

5. Select Salesforce from the drop-down list. 

CreateDataSourceforSFStep3.png

Step 6. Select Password for the OAuth Type when setting up the Salesforce Integration.

Password.png

Note: Demandbase supports the new Salesforce SSO for Pardot User authentication described in this Salesforce article: Pardot User Migration FAQ. Salesforce will end support for standalone Pardot authentication on July 15, 2021. Demandbase customers using the standalone Pardot authentication are encouraged to contact their Customer Service Representative when they are ready to move to Salesforce SSO Pardot authentication. For more details on Pardot Integration, see Integrating Pardot and Demandbase.

7. Enter all details gathered in the steps above.

8. Click Create.

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